See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,029 | $117,381+21.0% | $99,443+42.8% | $152,861-7.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 31.68% | 31.87%-0.2pp | 30.72%+1.0pp | 345.32%-313.6pp |
| Employer contribution / active EE | $11,148 | $3,013+270.0% | $2,540+338.9% | $4,762+134.1% |
| Participant deferral / active EE | $3,800 | $4,086-7.0% | $3,619+5.0% | $5,850-35.0% |
| Admin fee / account holder | $772 | $7,631-89.9% | $6,250-87.7% | $11,596-93.3% |